Family Investment Center, Inc.

Est. AUM

$479.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	INTERMED TERM	$74.6M	966958	15.57%	SOLE
2	PIMCO ETF TR	MULTISECTOR BD	$55.9M	2132136	11.65%	SOLE
3	TIDAL TRUST I	FOLIOBEYOND ALTE	$43.4M	1196985	9.04%	SOLE
4	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$39.2M	520845	8.17%	SOLE
5	AMERICAN CENTY ETF TR	INTL EQT ETF	$38.7M	456402	8.08%	SOLE
6	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$25.9M	511390	5.40%	SOLE
7	J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$20.8M	274475	4.34%	SOLE
8	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$20.4M	569480	4.25%	SOLE
9	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$14.9M	69163	3.10%	SOLE
10	AMERICAN CENTY ETF TR	US SML CP VALU	$14.5M	131416	3.03%	SOLE
11	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$14.2M	97708	2.96%	SOLE
12	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$13.4M	141738	2.79%	SOLE
13	AMERICAN CENTY ETF TR	AVANTIS US MID C	$11.9M	160917	2.49%	SOLE
14	INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$7.9M	104162	1.65%	SOLE
15	VANGUARD INDEX FDS	MID CAP ETF	$7.5M	26241	1.57%	SOLE
16	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.1M	230294	1.47%	SOLE
17	VANGUARD INDEX FDS	SMALL CP ETF	$6.2M	23825	1.30%	SOLE
18	SCHWAB STRATEGIC TR	US MID-CAP ETF	$4.5M	145778	0.94%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$4.3M	35905	0.90%	SOLE
20	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.1M	6807	0.85%	SOLE
21	ISHARES TR	CORE US AGGBD ET	$4.0M	39858	0.83%	SOLE
22	VANGUARD WHITEHALL FDS	INTL DVD ETF	$3.0M	34354	0.63%	SOLE
23	VANGUARD STAR FDS	VG TL INTL STK F	$2.5M	32553	0.52%	SOLE
24	PIMCO ETF TR	ENHNCD LW DUR AC	$2.5M	25814	0.52%	SOLE
25	APPLE INC	COM	$2.1M	8442	0.45%	SOLE
26	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$2.0M	19567	0.42%	SOLE
27	NORFOLK SOUTHN CORP	COM	$1.9M	6510	0.39%	SOLE
28	INVESCO QQQ TR	UNIT SER 1	$1.9M	3230	0.39%	SOLE
29	EXXON MOBIL CORP	COM	$1.7M	9878	0.35%	SOLE
30	ISHARES INC	CORE MSCI EMKT	$1.3M	19059	0.28%	SOLE
31	FRANKLIN TEMPLETON ETF TR	FTSE JAPAN HDG	$1.3M	32545	0.27%	SOLE
32	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.2M	25107	0.24%	SOLE
33	ISHARES TR	NORTH AMERN NAT	$1.0M	16433	0.22%	SOLE
34	SCHWAB STRATEGIC TR	SHT TM US TRES	$898K	37007	0.19%	SOLE
35	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$852K	12009	0.18%	SOLE
36	SCHWAB STRATEGIC TR	US SML CAP ETF	$845K	29057	0.18%	SOLE
37	ISHARES GOLD TR	SHARES REPRESENT	$834K	17851	0.17%	SOLE
38	SPDR INDEX SHS FDS	STATE STREET SPD	$812K	17302	0.17%	SOLE
39	VANGUARD INDEX FDS	TOTAL STK MKT	$800K	2493	0.17%	SOLE
40	ISHARES TR	RUS 1000 GRW ETF	$732K	1716	0.15%	SOLE
41	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$727K	1518	0.15%	SOLE
42	T ROWE PRICE ETF INC	ULTRA SHRT TRM	$689K	13846	0.14%	SOLE
43	VANGUARD WORLD FD	CONSUM STP ETF	$686K	3054	0.14%	SOLE
44	MICROSOFT CORP	COM	$679K	1833	0.14%	SOLE
45	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$645K	12903	0.13%	SOLE
46	WALMART INC	COM	$624K	5022	0.13%	SOLE
47	HUBSPOT INC	COM	$610K	2500	0.13%	SOLE
48	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$564K	22626	0.12%	SOLE
49	VANGUARD INDEX FDS	SM CP VAL ETF	$538K	2479	0.11%	SOLE
50	HOME DEPOT INC	COM	$517K	1573	0.11%	SOLE

1–50 of 90

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.